See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,385 | $111,754-79.1% | $103,333-77.4% | $145,922-84.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.14% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $15,005 | $4,212+256.2% | $3,868+288.0% | $4,660+222.0% |
| Participant deferral / active EE | $20,141 | $5,619+258.5% | $5,057+298.2% | $6,688+201.2% |
| Admin fee / account holder | $1,352 | $9,750-86.1% | $8,355-83.8% | $13,397-89.9% |